Setting/Editing a billing contact for a service

In the case of funders of type client-individual, it is necessary to set a billing contact so that any invoices for funded services will be addressed to the right person. This is done in the service dialogue.

Go to Client Profile>Services and select a service by clicking on the name, or create a new service.

If you have selected an existing service, you will have to then click Edit Service.

In the service dialogue, setting a funder of type client-individual will produce an additional Billing Contact dropdown:

In the billing contact dropdown, you can select any of the contacts you have created in Client Profile>Coordination>Contacts, as long as they include at least a phone number: